Bank Accounts and Financial Institutions
What is a medallion signature guarantee and when do I need it?
Short answer
A stamp required by financial institutions to verify your identity when transferring securities (stocks, bonds, mutual funds). Banks and brokerage firms that participate in the program provide them. You cannot get one at a notary. If you are transferring investment accounts, you…
What this usually means
A stamp required by financial institutions to verify your identity when transferring securities (stocks, bonds, mutual funds). Banks and brokerage firms that participate in the program provide them. You cannot get one at a notary. If you are transferring investment accounts, you will likely need one.
What to do next
- Start the PathAfter checklist for situation-aware first steps.
- Find California county help for coroner contacts, vital records, cost tools, and paperwork.
- Open the First 72 Hours Call Log before making calls.
- Open the Documents to Find Checklist when you are ready for paperwork.